Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust — Form 5500 plan (Trustees, Plumbers' & Pipefitters' Local Supplemental Pension Plan & T)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Plumbers' & Pipefitters' Local 562 Supplemental Pension Plan & Trust is a benefit plan reported by Trustees, Plumbers' & Pipefitters' Local Supplemental Pension Plan & T under EIN 43-6577917 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,749 participants and $396,974,618 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trustees, Plumbers' & Pipefitters' Local Supplemental Pension Plan & T
- EIN
- 43-6577917
- Plan number
- 001
- Plan type
- 1
- Location
- Earth City, MO
- Latest filing year
- 2023
- Participants
- 3,749
- End-of-year plan assets
- $396,974,618
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,749 | H, C | 20240730145215NAL0034591264003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $396,974,618
- Total liabilities (EOY)
- $83,194
- Net assets (EOY)
- $396,891,424
- Net assets (BOY)
- $325,181,367
Income & contributions
- Employer contributions
- $29,102,230
- Total contributions
- $29,102,230
- Total income / additions
- $85,839,783
Expenses & distributions
- Benefits paid
- $13,372,996
- Administrative expenses
- $756,730
- Total expenses
- $14,129,726
- Net increase / (decrease)
- $71,710,057
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments | NONE | $207,405 | not reported in the loaded dataset | 2023 |
| P&P Welfare Educational Fund | AFFILIATE | $207,015 | not reported in the loaded dataset | 2023 |
| Anders Minkler Huber & Helm Llp | NONE | $76,838 | not reported in the loaded dataset | 2023 |
| Hartnett Reyes-Jones, LLC | NONE | $44,395 | not reported in the loaded dataset | 2023 |
| Marquette Associates | NONE | $30,000 | not reported in the loaded dataset | 2023 |
| Greensfelder, Hemker & Gale | NONE | $26,235 | not reported in the loaded dataset | 2023 |
| Charles L. Crane Agency | NONE | $0 | $5,428 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trustees, Plumbers' & Pipefitters' Local Supplemental Pension Plan & T
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Earth City, MO
- Fidelity Investments — Schedule C compensation
- P&P Welfare Educational Fund — Schedule C compensation
- Anders Minkler Huber & Helm Llp — Schedule C compensation
- Hartnett Reyes-Jones, LLC — Schedule C compensation
- Marquette Associates — Schedule C compensation
- Greensfelder, Hemker & Gale — Schedule C compensation
- Charles L. Crane Agency — Schedule C compensation